StockDriftsStockDriftsTop 50 Mjt & Associates Financial Advisory Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 21.13% | 202.1K | $28.8M | +8.77%(+16.30K) | $140.61(+15.21%) | 2026-03-31 | |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 17.04% | 756.7K | $23.2M | -4.40%(-34.84K) | $27.44(+15.69%) | 2026-03-31 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 15.8% | 190.2K | $21.5M | +0.70%(+1.32K) | $99.30(+38.22%) | 2026-03-31 | |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 5.83% | 76.8K | $7.9M | +9.42%(+6.61K) | $102.95(+0.74%) | 2026-03-31 | |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | 4.82% | 129.7K | $6.6M | +25.19%(+26.11K) | $50.69(-0.34%) | 2026-03-31 | |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | 4.53% | 117.3K | $6.2M | -1.57%(-1.88K) | $50.31(+8.38%) | 2026-03-31 | |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 3.86% | 63.0K | $5.3M | +25.16%(+12.66K) | $81.33(+10.10%) | 2026-03-31 | |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 3.45% | 59.7K | $4.7M | -13.84%(-9.60K) | $65.23(+47.39%) | 2026-03-31 | |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 3.05% | 82.2K | $4.2M | -9.31%(-8.43K) | $50.50(+0.03%) | 2026-03-31 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 3.01% | 33.0K | $4.1M | -7.65%(-2.73K) | $109.79(+23.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.40% | +13.81% |
| Top 20 Holdings Unweighted | +5.07% | +16.01% |
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